BlockBeats News, May 30th, Serenity, the "New God of Stocks," posted an analysis stating that the market's expectations for Sivers Semiconductors are undergoing multiple rounds of reassessment. This process has evolved from early doubts about its customer structure (at a market cap of around $1.5 billion) to concerns about its execution capabilities (at a market cap of around $6 billion), then to questioning its market share and competitive landscape (at a market cap of around $12 billion), and finally to the current stage of discussing revenue growth and partner capacity expansion.

The analysis points out that potential customers may include Jabil, Ayar Labs, Apple's related supply chain, defense customers, and companies in the data center and optical communication industry chain such as Marvell Technology. It also mentions the supply chain system of Lumentum Holdings, Broadcom, and SpaceX.

The post further states that the company's order pipeline has achieved approximately 77% growth in the short term. It believes that by collaborating with Win Semiconductor (Win Semi), it can reduce some capital expenditure pressure while supporting future capacity expansion.

The analysis also indicates that the current market debate has shifted to Win Semi's production capacity expansion. It anticipates that institutional funds may reprice and reshuffle retail holdings before the next cycle.